Before starting, click your name in the top right corner and visit your Profile to update your contact details (mobile phone and email). Also, verify the Insured's mobile number and email are listed under "Insured Information" in the Loss Summary tab. Once done, we're ready to begin!

Click your name at the top right corner. Click on Assignment Types

Click Create Assignment Type

The right-side menu will pop in and you should see the General Tab

​In the following steps, enter the text precisely as shown and make the selections indicated below:

Then head over to the Custom Fields tab, and click ADD to create the “Fulfillment Type”

(Scroll down on this ^ window for the next screenshot) – Add in the Values shown below and check mark the box next to the option you would like to set as your default recipient (you can chose yourself or the policyholder, whichever you prefer).

Click “Apply”

Then click the light blue “CREATE” button at the top of this view once complete.

After doing so, when you are assigning the claim to Plnar, the Assignment pop-up box will appear – Change the Assignment Type to “PLNAR Snap” as shown below:

Click on “Edit Custom Fields” to access the drop-down menu where you can select “By Policyholder” or “By Adjuster” as the Fulfillment Type. After selecting the recipient, hit "Apply" then "Assign" and automatically send a text message and email to them.

Selecting “By Policyholder” tells us to use the insured's contact information listed in the Loss Summary Tab under the “Insured Information” section.

Selecting “By Adjuster” will tell us to use the adjuster's profile for the contact information.

And that's it! Please feel free to contact Plnar Support if you have any questions.